Heritage Insurance Holdings - M&A Summary and Business Overview

InsuranceCompany

Heritage Insurance Holdings M&A Summary

Heritage Insurance Holdings has acquired 3 companies. A total of 1 acquisition came from private equity firms.

Heritage Insurance Holdings’ largest acquisition to date was in 2017, when it acquired Narragansett Bay Insurance for $250M. Heritage Insurance Holdings has acquired in 3 different US states. The Company’s most targeted sectors include insurance (67%) and business services (34%).

Heritage Insurance Holdings Business Overview

Where is Heritage Insurance Holdings headquartered?

Heritage Insurance Holdings is headquartered in Tampa, Florida.

What is Heritage Insurance Holdings’ revenue?

Heritage Insurance Holdings disclosed revenue of 735M USD for 2023 and 662M USD for 2022.

How many employees does Heritage Insurance Holdings have?

Heritage Insurance Holdings has 566 employees.

What sector is Heritage Insurance Holdings in?

Heritage Insurance Holdings is an insurance company.

When was Heritage Insurance Holdings founded?

Heritage Insurance Holdings was founded in 2012.

M&A Summary

  • M&A Total Activity3
    • M&A Buy Activity3
  • Total Sectors Invested 2
  • Total Countries Invested 1
  • M&A Buy/Sell Connections 1
  • M&A Advisors 2

Heritage Insurance Holdings

Heritage Insurance Holdings, Inc.

1401 North Westshore Boulevard,
Tampa, Florida 33607
United States,
(727) 362-7200
www.heritagepci.com

Heritage Insurance Holdings is a specialty insurance provider. Heritage Insurance Holdings was founded in 2012 and is based in Tampa, Florida.


M&A Summary

Buy vs Sell

Year ≤ '19 '20 '21 '22 '23 '24 T
Buy (0.0/yr) # 3 - - - - - 3
vol $376M $376M
Sell (0.0/yr) # - - - - - - 0
  3

Most Recent M&A

Company Date Value Type
Narragansett Bay Insurance Co. 2017-08-08 250M USD Add-on Acquisition
Pawtucket, Rhode Island · www.nbic.com
Zephyr Insurance Co., Inc. 2015-09-29 120M USD Add-on Acquisition
Honolulu, Hawaii · www.zephyrins.com
BRC Restoration Specialists, Inc. 2015-08-03 6M USD Add-on Acquisition
Safety Harbor, Florida · www.brcrestoration.com
View All >>

M&A by Sector

Sector Buy # Value Sell # Value
Insurance 2 (67%) 370M (98%) - -
Business Services 1 (33%) 6M (2%) - -
Total 3 $376M - -

By Geo

State/Country Buy Value Sell Value
United States 3 376M - -
  Rhode Island 1 250M - -
  Hawaii 1 120M - -
  Florida 1 6M - -
Total 3 $376M - -

Top M&A Advisors

Financial Deals
Citigroup Investment Banking
 1
Legal Deals
GreenbergTraurig
 1

Deal Values

buy # Total
$100M to $1B 2 $370M
< $100M 1 $6M
TOTAL $376M
Largest Narragansett Bay Insurance Co.
$250M (2017-08-08)

M&A Connections

Deals
Acquired from
Investor(s)
33%
1 (33%)

Company Summary

SECTOR

Insurance

Revenue

735   12% 2023
662   5% 2022
632   7% 2021
593   17% 2020
511   7% 2019
480   18% 2018
407   8% 2017
439   12% 2016
395   69% 2015
234   89% 2014
124   2013
(millions of USD) Show More Show Less

Employees

566

Established

2012

Public

NYSE: HRTG

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Related Lists for Heritage Insurance Holdings

Florida Companies , Insurance Companies , United States Companies , Florida Insurance Companies , Florida Insurance with Acquisitions , Florida Insurance with Divestitures

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